Jonas Bechlund
@bechlund.bsky.social
Managing director at Detalo Health. Visit our website for information on our carbon monoxide rebreathing technology for blood volume measurements. (https://detalo-health.com)
As suggested earlier. China will use these chips when no alternative exists but use structural policies to push local GPU adoption.
China set to limit access to Nvidia’s H200 chips despite Trump export approval on.ft.com/3YfUvAN
China set to limit access to Nvidia’s H200 chips despite Trump export approval
Discussions among regulators come as Beijing seeks to achieve self-sufficiency in semiconductor production
on.ft.com
December 9, 2025 at 11:08 AM
As suggested earlier. China will use these chips when no alternative exists but use structural policies to push local GPU adoption.
Obviously China has no intention of stopping their own development of GPUs and in the great scheme of things this permit/band is of no strategic significance.
The H200 are the fruits of US scientific power of the past but the fight for tomorrow is not determined by trade politics.
The H200 are the fruits of US scientific power of the past but the fight for tomorrow is not determined by trade politics.
China Urges US to Permit NVIDIA H200 Chips, Calls for Cooperation and Mutual Benefit
December 9, 2025 at 8:52 AM
Obviously China has no intention of stopping their own development of GPUs and in the great scheme of things this permit/band is of no strategic significance.
The H200 are the fruits of US scientific power of the past but the fight for tomorrow is not determined by trade politics.
The H200 are the fruits of US scientific power of the past but the fight for tomorrow is not determined by trade politics.
Best write-up on the limitations of LLMs I’ve read in a long time. This understanding will help us predict if ai is applicable to perform a given task. Does it require anything close to reasoning it’s a hard no.
Grateful to The Verge for publishing my essay on why large-language models are not going to achieve general intelligence nor push the scientific frontier.
www.theverge.com/ai-artificia...
www.theverge.com/ai-artificia...
Is language the same as intelligence? The AI industry desperately needs it to be
The AI boom is based on a fundamental mistake.
www.theverge.com
December 5, 2025 at 10:52 PM
Best write-up on the limitations of LLMs I’ve read in a long time. This understanding will help us predict if ai is applicable to perform a given task. Does it require anything close to reasoning it’s a hard no.
Reposted by Jonas Bechlund
Reposted by Jonas Bechlund
March 14, 2025 at 9:51 PM
Reposted by Jonas Bechlund
whoever is doing this campaign in London well bloody done 👍
March 12, 2025 at 2:13 PM
whoever is doing this campaign in London well bloody done 👍
This will be a blood bath for US weaponry stocks.
"Heaven help the US arms industry. This is catastrophic from an export standpoint.”
#FAFO
#FAFO
on.ft.com/41w8OSZ
"US defence companies have long used the implicit security guarantee of Washington’s favour as a marketing tool for their bigger-ticket items such as fighter planes. But Tusa said the US showing its willingness to cut off support was “utterly fatal” for the sales pitch."
"US defence companies have long used the implicit security guarantee of Washington’s favour as a marketing tool for their bigger-ticket items such as fighter planes. But Tusa said the US showing its willingness to cut off support was “utterly fatal” for the sales pitch."
March 9, 2025 at 9:31 PM
This will be a blood bath for US weaponry stocks.
Reposted by Jonas Bechlund
80 years of trust and American dominance are on the verge of getting wiped out by Trump and his associates. This is a strategic blunder which you cannot measure any more in USD. This damage is immeasurable and absolutely self-inflicted.
March 6, 2025 at 11:13 AM
80 years of trust and American dominance are on the verge of getting wiped out by Trump and his associates. This is a strategic blunder which you cannot measure any more in USD. This damage is immeasurable and absolutely self-inflicted.
Reposted by Jonas Bechlund
Damn! Canadians aren’t messing around—they’re even pulling already imported alcohol off the shelves.
We’re being erased, and I don’t blame them.
We’re being erased, and I don’t blame them.
March 5, 2025 at 6:09 PM
Damn! Canadians aren’t messing around—they’re even pulling already imported alcohol off the shelves.
We’re being erased, and I don’t blame them.
We’re being erased, and I don’t blame them.
Reposted by Jonas Bechlund
It’s unacceptable that 500 million Europeans have left themselves exposed and dependent on 340 million Americans to protect them from 140 million Russians, who have been unable to win against 40 million Ukrainians in a three-day war that has lasted for three years.
March 2, 2025 at 9:25 AM
It’s unacceptable that 500 million Europeans have left themselves exposed and dependent on 340 million Americans to protect them from 140 million Russians, who have been unable to win against 40 million Ukrainians in a three-day war that has lasted for three years.
Reposted by Jonas Bechlund
🚨🚨 Today's lesson of world politics; It is ironic and fascinating how Donald Trump by his contempt, stupidity, hostility and arrogance in just a couple of weeks has significantly strenghten European unity and superboosted support for the European Union. 🇪🇺🇪🇺🇪🇺
Trump: "The European Union was formed in order to screw the United States, that's the purpose of it. And they've done a good job of it. But now I'm president."
February 26, 2025 at 8:53 PM
🚨🚨 Today's lesson of world politics; It is ironic and fascinating how Donald Trump by his contempt, stupidity, hostility and arrogance in just a couple of weeks has significantly strenghten European unity and superboosted support for the European Union. 🇪🇺🇪🇺🇪🇺
Reposted by Jonas Bechlund
I had a board meeting today for a fund. Consistent theme: capex is basically frozen now given policy uncertainty. No wonder the yield curve is inverting.
February 26, 2025 at 8:48 PM
I had a board meeting today for a fund. Consistent theme: capex is basically frozen now given policy uncertainty. No wonder the yield curve is inverting.
Reposted by Jonas Bechlund
If the EU scares Trump this much then maybe something important is going on.
Trump: "The European Union was formed in order to screw the United States, that's the purpose of it. And they've done a good job of it. But now I'm president."
February 26, 2025 at 6:14 PM
If the EU scares Trump this much then maybe something important is going on.
Reposted by Jonas Bechlund
Merz just said on German TV that the primary priority of his government will be to ensure that Europe can achieve full strategic independence from the United States in the defence against Russia.
Merz was once a die hard Atlanicist. Now, after Trump he is a Gaullist.
Extraordinary.
Merz was once a die hard Atlanicist. Now, after Trump he is a Gaullist.
Extraordinary.
February 23, 2025 at 7:59 PM
Merz just said on German TV that the primary priority of his government will be to ensure that Europe can achieve full strategic independence from the United States in the defence against Russia.
Merz was once a die hard Atlanicist. Now, after Trump he is a Gaullist.
Extraordinary.
Merz was once a die hard Atlanicist. Now, after Trump he is a Gaullist.
Extraordinary.
Reposted by Jonas Bechlund
CDU'S MERZ: ABSOLUTE PRIORITY TO MAKE EUROPE INDEPENDENT OF US
February 23, 2025 at 7:56 PM
CDU'S MERZ: ABSOLUTE PRIORITY TO MAKE EUROPE INDEPENDENT OF US
Reposted by Jonas Bechlund
💥The Netherlands' largest pension fund, has sold its shares in Tesla, Meta, and Alphabet (Google). The fund with US $569 billion equivolent in assets is "directing more money to companies and projects that help to improve society and the environment." #Divest
www.reuters.com/markets/euro...
www.reuters.com/markets/euro...
Dutch pension fund ABP sells all Alphabet and Meta shares, CEO tells newspaper FD
ABP, the Netherlands' largest pension fund, has sold its shares in tech companies Meta and Alphabet , its CEO told Dutch newspaper FD in an interview published on Monday.
www.reuters.com
February 22, 2025 at 5:05 PM
💥The Netherlands' largest pension fund, has sold its shares in Tesla, Meta, and Alphabet (Google). The fund with US $569 billion equivolent in assets is "directing more money to companies and projects that help to improve society and the environment." #Divest
www.reuters.com/markets/euro...
www.reuters.com/markets/euro...
Crazy but true 👌
It took Trump one month to make Chinese Communist Party look like a reliable business partner and a long term ally.
February 22, 2025 at 2:44 PM
Crazy but true 👌
Reposted by Jonas Bechlund
Starlink in Ukraine operates based on paid contracts. If it’s being used as an extortion tool, then other countries should consider it a potential security risk - just like Russian gas used for blackmailing. If Ukraine is cut off, it would be wise for Europe to reconsider its use
February 22, 2025 at 12:59 PM
Starlink in Ukraine operates based on paid contracts. If it’s being used as an extortion tool, then other countries should consider it a potential security risk - just like Russian gas used for blackmailing. If Ukraine is cut off, it would be wise for Europe to reconsider its use
Reposted by Jonas Bechlund
Dependency on Starlink casually weaponized by US administration.
Conclusions for Europe and anyone else in orbit of former US-led alliance should be crystal clear.
www.reuters.com/business/us-...
Conclusions for Europe and anyone else in orbit of former US-led alliance should be crystal clear.
www.reuters.com/business/us-...
February 22, 2025 at 7:56 AM
Dependency on Starlink casually weaponized by US administration.
Conclusions for Europe and anyone else in orbit of former US-led alliance should be crystal clear.
www.reuters.com/business/us-...
Conclusions for Europe and anyone else in orbit of former US-led alliance should be crystal clear.
www.reuters.com/business/us-...
Promoting foreign investment? We are certainly not looking to make any investments in the US until some regulatory and political clarity emerges.
White House Official: Trump to sign national security memorandum aimed at promoting foreign investment while protecting us national security interests from threats posed by foreign adversaries like China.
February 21, 2025 at 8:32 PM
Promoting foreign investment? We are certainly not looking to make any investments in the US until some regulatory and political clarity emerges.
Reposted by Jonas Bechlund
Hvad er afløseren for Instagram, er jeg blevet spurgt flere gange. I stedet for IDK kan jeg nu sige, at det måske er Pinksky.
Hvis man allerede har Bluesky, kan man efter sigende bare tilføje sin konto, når man logger ind.
Skønt!
Hvis man allerede har Bluesky, kan man efter sigende bare tilføje sin konto, når man logger ind.
Skønt!
February 16, 2025 at 8:14 PM
Hvad er afløseren for Instagram, er jeg blevet spurgt flere gange. I stedet for IDK kan jeg nu sige, at det måske er Pinksky.
Hvis man allerede har Bluesky, kan man efter sigende bare tilføje sin konto, når man logger ind.
Skønt!
Hvis man allerede har Bluesky, kan man efter sigende bare tilføje sin konto, når man logger ind.
Skønt!
Reposted by Jonas Bechlund
Cannot recommend enough the Kiel Institute report from last September on defence spending.
www.ifw-kiel.de/fileadmin/Da...
www.ifw-kiel.de/fileadmin/Da...
February 16, 2025 at 9:33 AM
Cannot recommend enough the Kiel Institute report from last September on defence spending.
www.ifw-kiel.de/fileadmin/Da...
www.ifw-kiel.de/fileadmin/Da...
Reposted by Jonas Bechlund
The EU, UK, and Ukraine have a population of 555 million. If there is a will I see no problem in taking care of security in Europe without the US. I actually think it will be good for our industry and national identity. Let’s go!
February 15, 2025 at 8:37 PM
The EU, UK, and Ukraine have a population of 555 million. If there is a will I see no problem in taking care of security in Europe without the US. I actually think it will be good for our industry and national identity. Let’s go!
Reposted by Jonas Bechlund
Open source, open protocol and non profit replacements to all your tech services are becoming more normalized, which I think in no small part plays a role in the recent mask off moment for Silicon Valley oligarchs
Big ups to @signal.org @meredithmeredith.bsky.social for allowing usernames instead of phone numbers last year (signal.org/blog/phone-n...).
Washington basically runs on Signal right now and that one change has made reporting and whistleblowing way more private and secure.
Washington basically runs on Signal right now and that one change has made reporting and whistleblowing way more private and secure.
February 8, 2025 at 7:28 PM
Open source, open protocol and non profit replacements to all your tech services are becoming more normalized, which I think in no small part plays a role in the recent mask off moment for Silicon Valley oligarchs